Legacy Trust

Q3 2025 13F Holdings

  • Location
    grand rapids, MI
  • Num holdings

    188

  • Value ($000)

    $507,219

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001772483
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$31.26M
6 %

122,764

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$25.04M
5 %

37,407

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$22.24M
4 %

42,934

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.69M
3 %

89,466

URI
URI

UNITED RENTALS INC

COM
911363109
$16.47M
3 %

17,256

PANW
PANW

PALO ALTO NETWORKS INC

COM
697435105
$13.37M
3 %

65,651

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$12.99M
3 %

53,447

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$12.35M
2 %

39,140

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$12.28M
2 %

15,417

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$12.16M
2 %

43,536

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